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O'Shaughnessy Asset Management’s EverQuote EVER Stock Holding History

O'Shaughnessy Asset Management’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-782
Closed -$29K – 2393
2020
Q4 		$29K Sell
782
-4,216
-84% -$160K ﹤0.01% 1349
2020
Q3 		$194K Sell
4,998
-880
-15% -$39.6K 0.01% 711
2020
Q2 		$342K Sell
5,878
-1,596
-21% -$75K 0.01% 492
2020
Q1 		$197K Buy
+7,474
New +$263K 0.01% 472

Other funds holding EVER

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

O'Shaughnessy Asset Management's EVER Position: Q1 2021 in Review

O'Shaughnessy Asset Management sold out of EverQuote (EVER) in Q1 2021, closing a stake of 782 shares — an estimated $29K sold.

O'Shaughnessy Asset Management first reported a position in EVER in Q1 2020 and held it in 4 quarters. The position peaked at $342K in Q2 2020. 124 funds tracked by Wall St. Rank hold EVER as of Q1 2021.

  • O'Shaughnessy Asset Management reported no remaining EverQuote position as of Q1 2021 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 782 EverQuote shares in Q1 2021, an estimated $29K.
  • O'Shaughnessy Asset Management first reported a position in EverQuote in Q1 2020 and held it in 4 quarters.
  • O'Shaughnessy Asset Management's EverQuote position peaked at $342K in Q2 2020.
  • 124 funds tracked by Wall St. Rank held EverQuote as of Q1 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2021, filed 14 May 2021.